Get a 360° management view of your leads and prospects on your screen.
Thanks to this area, you will be able to manage all your broker’s internal procedures with a single click.
The CRM solution solution for your broker
At Smart Broker Solutions we have been in the trading industry for many years, which has given us a deep understanding of the needs of brokers and traders. As a result, we have created CRMReal which presents you with a CRM platform that is fully customisable and adapted to each client.
Features of the Administrative Area
AN INTUITIVE AND CONVENIENT WAY TO MANAGE YOUR BUSINESS
Manage all important information on your customer list
Manage your entire task list and communicate with your leads
Control all customer deposits and withdrawals
Organise all arrangements with your team of IBs
Automatic mass reporting by email
Don't miss any notifications thanks to alert tickets
Get your Registration Area and Client Area totally free by contracting the complete CRM pack.
Yes, you can hire only the administrative area, although it is best to have the whole package to be more functional.
It is vital, in order to be able to manage all the broker’s activity. Without CRM, all the administrative work, the work would be very tedious indeed.
No. There is no obligation of permanence. That is to say, as long as the monthly payments are paid, you will be able to enjoy the CRM. Simply month by month.